Merge Field Modifiers

Modify answers when they're merged into the document

When content from the Form (e.g. answers to questions) is merged into the document, you may want it to be in a particular format, such as Title Case or all lower case.  In addition to Form-Based Formatting, you can format merge fields directly in the template.  This second approach allows you to use a particular form for a particular instance of a merge field rather than the blanket approach which results from formatting inside the form.


How to use modifiers

Modifiers are implemented by prepending a special symbol to the comment text of a merge field.

For example, to use a name field modifier, type the desired modifier before the field label in a merge field (i.e., at the start of the comment) as shown below. All other modifiers are implemented in the same way (by starting the comment text with a particular modifier symbol).


General modifiers

There are various modifications that you can make to content from any field type, which we have listed in the table below.

Symbol Meaning
^ (caret) The first letter of each word is changed to upper case (note that this is not exactly equivalent to Title Case as only the first letter is modified whilst subsequent letters will remain as entered)
* (asterisk) The first letter is changed to upper case (note that this is not exactly equivalent to Sentence case as only the first sentence will be modified)
_ (underscore) The first letter is changed to lower case
~ (tilda) All letters are changed to lower case


Name field modifiers

In addition to the standard merge field modifiers, name fields have two unique modifiers available for use in your templates. They are:

  • /first/ - merges the first-word input into the first input box (ie, a first given name but not additional given names), and
  • /last/ - merges all the text input into the second input box.

The name field modifiers automatically capitalise the first letter of the text that is merged into the document. Do not use other modifiers (such as * and ^) in the same comment.

Click here for example usage of name field modifiers.


Address field modifiers

By default, address fields will appear in a single (or continuous) line of text in the format:

Address line 1, Address line 2, City/Town/Suburb State/Province Postal/Zip Code Country

However, it can be useful to split the address into several lines, for example, at the top of a letter.  This can be done using address field modifiers as per the table below.

Symbol or Modifier Meaning
+ (plus) Converts an address into 'letter style' so that it appears as below:
Address Line 1

Address Line 2
City/Town/Suburb State/Province Postal Code

/Line1/ Merges only the Address Line 1 sub-field
/Line2/ Merges only the Address Line 2 sub-field
/City/ Merges only the City/Town/Suburb sub-field
/State/ Merges only the State/Province sub-field
/PostCode/ or /ZipCode/ or /Zip/ Merges only the Post Code/Zip Code sub-field
/Country/ Merges only the Country sub-field